Peter Vilim, CFP®, CIMA®
Vice President – Private Client Group
Peter joined SCS Financial Services in 2023 and has more than 6 years of experience in the financial services industry. Peter is a Vice President in the Private Client Group based in the New York City office. In this role, he implements customized investment strategies with cash flow, tax, and estate planning considerations to help multi-generational families achieve their long-term goals. Prior to joining SCS, Peter was a Lead Advisor at a boutique financial planning and wealth management firm in New York City that specialized in working with women experiencing divorce or a loss of a loved one. He graduated from Northwestern University with a BA in Economics and Theatre, holds his CFP® certification and is a Certified Investment Management Analyst® professional.
